AMBA · Ambarella Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 3, 2026TL;DR. Ambarella posted record edge AI Q2 revenue of $108.1M (up 13.2% YoY), guided Q3 to $115-124M, raised its 5-year SAM to $22.9B by FY32 (~20% CAGR), and unveiled a stand-alone X7 AI accelerator plus 7-year indirect channel deals with Macnica and Capgemini. Memory scarcity creates near-term Q4 demand uncertainty and rising supply-chain costs.
- + Q3 revenue is guided to $115-124M with sequential growth led by edge AI IoT demand.
- + Five-year SAM raised from $8.5B in FY27 to $22.9B in FY32, a ~20% CAGR.
- + Unveiled first stand-alone AI accelerator X7, sampling now for edge infrastructure.
- + Announced 7-year indirect channel partnerships with Capgemini and Macnica targeting up to ~$0.5B each.
- − Rising memory prices and supply scarcity create Q4 demand uncertainty for Ambarella's customers.
- − Free cash flow turned negative at -$7.1M in Q2 with operating cash outflow of $260K.
- − Inventory days rose to 157 from 145 sequentially even as inventory dollars fell 4%.
- − Customer concentration risk remains, with WT Microelectronics at 60.2% and Akuto at 11% of Q2 revenue.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Gross margin on a non-GAAP basis non-GAAP | 59.6% | six months ended July 31, 2026 | — |
| installed base of AI SoC units | 50M | as of the date of this release | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AMBA
this stock
Ambarella Inc
|
$3.03B | -1.9% | -4.8% | — | 12.9% |
|
ASML
Asml Holding NV
|
$703.84B | +69.3% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.43B | +91.9% | +51.7% | 54.7 | 2.1% |
|
AMAT
Applied Materials Inc /De
|
$386.29B | +99.0% | -12.6% | 42.0 | 1.8% |
|
KLAC
Kla Corp
|
$245.53B | — | +11.7% | 51.3 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMBA | +2.8% | +2.5% | +30.6% | +0.2% | -1.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +3.5% | +2.4% | +18.4% | +0.8% | -13.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.